The Power Grid's AI Problem

电网的AI难题

The Journal.

2026-01-22

17 分钟
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The explosive growth of artificial intelligence is straining the U.S. power grid and driving up electricity prices. Tech giants and politicians are scrambling to determine who will pay for the massive infrastructure needed to keep the lights on. WSJ's Jennifer Hiller explains what this energy crisis means for the future of the power industry. Ryan Knutson hosts. Further Listening: - AI Has Come for Advertising - The Era of AI Layoffs Has Begun Sign up for WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • One of the biggest players in the U.S.

  • power industry is called PJM Interconnection.

  • PJM oversees the energy market across 13 states,

  • from New Jersey to Pennsylvania to Kentucky, and serves about 67 million people.

  • Where your electricity comes from is something that I feel like most Americans are usually pretty lucky not to have to think about.

  • Really, none of us should know who PJM is.

  • Normal people should not really be thinking about who their grid operator is.

  • Unlike most normal people, my colleague Jennifer Hiller has been thinking about PJM a lot.

  • They are kind of like air traffic control for the electricity market and you know,

  • making sure that supply and demand are in balance.

  • And right now, PJM has a problem.

  • AI data centers are putting a huge strain on the power grid.

  • So data centers are a really big new customer, essentially, for the power grid.

  • And it's almost like endless or bottomless how much energy they are asking to use.

  • A large data center can eat up a gigawatt of power or more.

  • That's like an entire city.

  • So that's, you know, one customer saying, I need the power of a whole city right here.

  • There's so much demand for power that the supply is struggling to keep up and it's pushing PJM to the brink.

  • Is it possible that this could lead to a situation where there has to be blackouts?

  • Well,